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Building 2PENSIONTREND INVESTMENT ADVISERS, LLC

Map pinOKEMOS, MI
Phone517-349-2149
NotebookSEC #801-60702
Total AUM
$751.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2149 JOLLY RD SUITE 200
OKEMOS
MI 48864
United States
Operating Hours
8:00 - 5:00 EASTERN TIME
Monday - Friday
Phone
517-349-2149

ReceiptFinancials

Total AUM
$751.3M
Accounts
370
Discretionary
$21M
Accounts
50
Non-Discretionary
$730.3M
Accounts
320

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
VARYING FEES FOR EDUCATIONAL WORKSHOPS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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